AI
Commented by Carsten Mainitz on February 19th, 2026 | 07:10 CET
Key investments – American Atomics, Siemens Energy, and Aixtron!
Nothing works without electricity - the demand for which from AI and electromobility is growing exponentially. Round-the-clock availability is required. Although renewable energy is politically desirable, they carry the risk of dark doldrums. On the other hand, nuclear power is on the rise. Numerous tech giants are relying on this energy source to reliably and low-carbon cover the enormous energy needs of their data centers and AI infrastructures. One stock that remains under the radar of many investors is American Atomics. The company plans to build a fully integrated North American value chain, taking advantage of political and structural tailwinds. Siemens Energy is a blue chip in the energy sector and continues to be rated a "Buy" by analysts. Aixtron is riding the AI wave. How should investors position themselves?
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Commented by Carsten Mainitz on February 19th, 2026 | 06:55 CET
Stock Picking Alert! Huge upside for Power Metallic Mines, TeamViewer at record low, Barrick solid!
One of North America's largest polymetallic deposits is still available at a bargain price. Analysts at Noble Capital Markets believe Power Metallic Mines' stock could nearly triple in value. Renowned industry giants are already among the company's shareholders, giving it the seal of approval. In terms of valuation, the NYSE listing planned for this year will provide a boost. At Barrick, the precious metals boom is leading to record highs. The planned IPO of North American gold assets has not yet been priced in. Meanwhile, frustration prevails at TeamViewer despite megatrends such as AI. Where is it worth getting in now?
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Commented by Stefan Feulner on February 17th, 2026 | 08:05 CET
RENK, Power Metallic, American Electric Power – These stocks offer explosive potential
Three trend industries are currently the focus of strategic investors: critical raw materials, energy infrastructure, and storage technologies. While geopolitical tensions are reshaping supply chains, the boom in artificial intelligence and electromobility is driving up demand for metals and power capacity. At the same time, decarbonization and grid stability require huge investments in long-term storage and modern infrastructure. Those who are well-positioned here could be on the verge of a structural growth spurt.
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Commented by Fabian Lorenz on February 16th, 2026 | 07:10 CET
Siemens Energy shares - Sell? BASF and American Atomics in the AI energy boom!
Will Siemens Energy shares soon reach EUR 200? Looking at the reaction of the stock market and analysts, there can be no doubt about it. The record-breaking figures published have further fueled the euphoria. The energy hunger from the AI boom is ringing the cash registers. American Atomics also wants to profit from this in the future. While gas-fired power plants currently seem to be the first choice for data center operators, the industry is betting on nuclear energy in the long term. American Atomics plans to mine and enrich uranium directly in the US. Incidentally, France is also heavily committed to nuclear power. One of the largest electricity consumers in Germany is BASF. The high energy prices in Germany are challenging the industrial giant, prompting it, among other things, to expand operations to India.
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Commented by Fabian Lorenz on February 13th, 2026 | 07:15 CET
Siemens Energy, TKMS, and Almonty Industries! Profits surge, forecasts raised, target prices raised!
Almonty shares remain high flyers. Even though the overall market is weakening, every dip is being used as an opportunity to buy Almonty shares. And for good reason. The price of tungsten is exploding, and analysts are only slowly taking this into account. Further price target increases are likely to follow. Siemens Energy's share price and target price are also rising. The German energy technology group is profiting handsomely from the AI boom. The current quarterly figures are convincing, but there is no room for error in the valuation. Recently listed TKMS has raised its forecast. However, investors are reacting cautiously. Analysts' opinions remain divided. Is there a margin problem looming?
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Commented by André Will-Laudien on February 3rd, 2026 | 11:30 CET
Sell-off or healthy correction? Quality stocks in focus: SAP, D-Wave, and Aspermont
Market activity has picked up noticeably in recent days. Upswing here, sharp pullback there! Volatility is back, driven by political statements and economic uncertainties. While the sudden 30% crash in silver is unsettling commodity investors, and SAP shares are undergoing a significant correction, many investors are fleeing to defensive sectors and tangible assets. Crypto markets remain in a downward spiral, and the perennial topic of AI is being viewed with increasing selectivity. Against this backdrop, Australian media and commodities specialist Aspermont is leveraging its long-established network and data assets to accelerate growth using AI. At the same time, it remains to be seen whether there is still hope for higher valuations after the sell-off at SAP and D-Wave. Time to get out the magnifying glass, Sherlock Holmes style.
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Commented by Nico Popp on February 3rd, 2026 | 07:00 CET
Crash as a reality check for AMD and First Majestic: Why silver and AI are correcting while Almonty stands firm on rising tungsten prices
Market sentiment has shifted sharply in recent weeks: what began as profit-taking has developed into a real stress test for investors' nerves. The sectors most celebrated in recent months – AI stocks and precious metals – have taken a beating. Yet amid this turmoil, one phenomenon is emerging that should make investors sit up and take notice: the tungsten market is completely decoupled from the crash and, seemingly immune to Wall Street panic, is hitting new highs. Tungsten, the indispensable backbone of Western defense and heavy industry, is becoming more expensive while almost everything else is falling. In this environment, Almonty Industries is emerging as a quasi-monopolist with excellent prospects to deliver long-term gains for its shareholders.
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Commented by Fabian Lorenz on February 2nd, 2026 | 07:45 CET
Plug Power under pressure! 2G Energy and the AI BOOM! 100% PRICE POTENTIAL for A.H.T. Syngas shares!
Analysts see over 100% upside potential for A.H.T. Syngas shares. Experts believe the company is on the verge of a growth spurt. The market potential for synthetic natural gas substitutes from biogenic residues is huge. In addition, the company is in the process of transforming itself from a pure plant manufacturer to an energy producer. While A.H.T. is only worth around EUR 10 million on the stock market, 2G Energy is already worth EUR 600 million. This is also raising shareholders' expectations. The latest order intake failed to provide any impetus, with everyone waiting for news from the US. There is currently a sense of alarm at Plug Power in the US. At an extraordinary general meeting, shareholders are to decide on the future of the hydrogen specialist. The postponement of the event is causing uncertainty.
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Commented by Fabian Lorenz on January 30th, 2026 | 09:00 CET
DroneShield disappoints! Plug Power fights for survival! American Atomics stock poised for an overdue rally?!
Tech analyst Pip Klöckner paints a clear picture for 2026: he expects NVIDIA CEO Jensen Huang to become the world's most influential energy lobbyist. Without additional, reliable energy, data centers cannot operate - and without data centers, no one will buy NVIDIA chips. Meta is already fully committed to nuclear energy, underlining how critical stable baseload power has become in the AI race. American Atomics stands to benefit from this development. After all, uranium is needed regardless of who builds the nuclear power plants or ultimately wins the AI arms race. Importantly, American Atomics is developing several promising projects directly in the United States. The AI-driven energy boom has also lifted hydrogen stocks in the past, including Plug Power, but the euphoria has faded, and the Copmany is now fighting for survival. And what about DroneShield? The drone defense specialist's shares have taken a sharp hit in recent days. Was the sell-off triggered by the latest quarterly figures, or is something else at play?
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Commented by Armin Schulz on January 30th, 2026 | 07:35 CET
Electromobility needs graphite just as much as AI needs energy – a closer look at BYD, Graphano Energy, and Intel
The energy transition will reach a critical point in 2026: storage facilities will become systemically important infrastructure, driven by electromobility and the exploding demand for electricity from AI. This boom is driving demand for high-performance batteries and essential raw materials such as graphite to unprecedented heights. Anyone who wants to identify the structural winners of this megatrend should keep an eye on three key players: e-mobility pioneer BYD, raw materials specialist Graphano Energy, and chip giant Intel.
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